JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $356,000 | -24.6% | 33,052 | -7.7% | 0.06% | -30.5% |
| Q2 2020 | $472,000 | -18.9% | 35,792 | -44.4% | 0.08% | -31.1% |
| Q1 2020 | $582,000 | -29.2% | 64,407 | +70.8% | 0.12% | -17.4% |
| Q4 2019 | $822,000 | +78.7% | 37,703 | +90.5% | 0.14% | +71.4% |
| Q3 2019 | $460,000 | +7.5% | 19,787 | +16.0% | 0.08% | +7.7% |
| Q2 2019 | $428,000 | +4.9% | 17,051 | +6.5% | 0.08% | -1.3% |
| Q1 2019 | $408,000 | +31.2% | 16,008 | +14.9% | 0.08% | +11.3% |
| Q4 2018 | $311,000 | -13.4% | 13,931 | +6.7% | 0.07% | -6.6% |
| Q3 2018 | $359,000 | +29.1% | 13,061 | +25.0% | 0.08% | +24.6% |
| Q2 2018 | $278,000 | +6.9% | 10,445 | -3.7% | 0.06% | +3.4% |
| Q1 2018 | $260,000 | -23.8% | 10,845 | -12.9% | 0.06% | -41.0% |
| Q4 2017 | $341,000 | – | 12,446 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |